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ACLEA's 53rd Annual Meeting Full Schedule
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ACLEA's 53rd Annual Meeting in Montreal

ACLEA's 53rd Annual Meeting

Fairmont The Queen Elizabeth | Montréal, Québec – Canada | July 29 – August 1, 2017


Full Schedule

Jump to: Saturday, July 29 | Sunday, July 30 | Monday, July 31 | Tuesday, August 1

Saturday, July 29, 2017

7:30 a.m. – 5:00 p.m.

Member Services/Registration Desk Open

8:00 a.m. – 3:30 p.m.

New Member Orientation and CLE Boot Camp (ticketed)


8:00 a.m.

Breakfast and ACLEA Executive Committee Introductions

8:15 – 8:30 a.m.

Rob Seto, CLEBC

8:30 – 9:15 a.m.

Programming Best Practices
Raymond Lee, CLEBC
Determine how to balance the unique qualities of your CLE programming with the common best practices of others.

9:15 – 9:45 a.m.

Top Ten Things You Need to Know about MCLE
Gina Roers-Liemandt, American Bar Association
Gain an understanding of the MCLE application and recording process even if you don’t work directly with accrediting agencies.

9:45 – 10:15 a.m.

Top Ten Tips for Working With Contributors
Mindy Thomas Fulks, Tennessee Bar Association
Learn ten helpful tips on how to work with contributors, including best practices, pitfalls to avoid, and how to keep a good relationship with your volunteers.

10:15 – 10:30 a.m.


10:30 – 11:15 a.m.

Negotiation Strategies for CLE Professionals
Marty Latz, Latz Negotiation Institute
Gain insight into proven strategies that will help you develop and refine your negotiation skills to achieve success with your programming and publications goals.

11:15 a.m. – 12:00 p.m.

Technology and CLE
Lucas Boling, The Missouri Bar

Learn how to maximize technology in your daily operations, programming, marketing, and website presence.

12:00 – 1:00 p.m.

Lunch for Boot Camp Participants and First Time Event Attendees

1:00 – 1:30 p.m.

Technology and Publications: So Much Information and So Many Choices!
Diane Morrison, State Bar of Texas
Discover the latest trends in online publication delivery and some key pointers that you’ll need if you’re joining an existing publications department or starting to publish online.

1:30 – 2:15 p.m.

Back to Basics: Marketing
Karen Lee, Oregon State Bar
The fundamentals of marketing your CLE products and getting creative in showing the value and brand of your organization with a benefits-driven approach to selling CLE.

2:15 – 2:30 p.m.


2:30 – 3:10 p.m.

Roundtable Discussions

  • Publications
    Diane Morrison, State Bar of Texas
    Discover ways to produce, edit, market, and work with vendors to publish CLE materials even if you don’t have a publications department.

  • Hot topics
    Rob Seto, CLEBC
    Exchange ideas, problems, frustrations and solutions on the latest topics in a moderated format.

  • In-House/Professional Development
    Erica Larios, Wilson Sonsini Goodrich & Rosati
    Betsy Hults, Jones Day

    Gain an understanding of main challenges unique to in-house CLE, including CLE credit tracking, program development, delivering both live and web-based programs to lawyers outside your home office as well as to clients, and how to best work with external CLE providers.

  • Technology
    Lucas Boling, The Missouri Bar

    Join a question-and-answer discussion addressing challenges and ideas on the latest technology issues.

3:15 – 3:30 p.m.

The Voices of Experience
Select Faculty

3:30 p.m.


3:30 – 4:30 p.m.

54th Mid-Year (San Antonio) and 54th Annual (Portland) Planning Committee Meetings (by invitation only)

4:30 – 5:30 p.m.

SIG and Committee Chair Leadership Workshop (by invitation only)

5:30 – 6:30 p.m.

Welcome Reception (open to attendees)

7:00 p.m.

Optional Dine-Arounds (meal at individual's expense)

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Sunday, July 30, 2017

7:00 a.m. – 5:00 p.m.

Member Services/Registration Desk Open

7:00 – 8:00 a.m.

Healthy Fitness Options

Join your ACLEA friends for some exercise, fun, and networking with one of three fitness options:

  • Running
  • Walking
  • Zumba

8:00 – 9:30 a.m.

Networking Breakfast in the Exhibit Marketplace

8:30 – 9:30 a.m.

SIG Breakfast Meetings

  • Executive Leadership
  • State and Provincial Bars

9:30 – 10:00 a.m.

President’s Welcome and Opening Announcements

10:00 – 11:00 a.m.

Plenary: Legal Innovation and Technology - Developing the Lawyer’s Competitive Advantage
Chris Bentley, Law Practice Program & Legal Innovation Zone, Ryerson University

How can we as CLE professionals develop programs in a rapidly changing legal environment? Learn about what lawyers will need to succeed as legal innovation, including rapidly advancing technology, is changing the traditional practice of law.

11:00 – 11:15 a.m.

Networking Break in the Exhibit Marketplace

11:15 a.m. – 12:15 p.m.

Workshops A

  • A1. Legal Innovation: Access to Justice through Incubator Programs
    Chris Bentley, Law Practice Program & Legal Innovation Zone, Ryerson University
    Anne-Marie Rábago, Texas Opportunity & Justice Incubator, State Bar of Texas
    Fred Rooney, American Bar Association’s Commission on Hispanic Rights & Responsibilities
    Incubator programs continue to emerge throughout the United States and across the globe. These programs have grown organically over the past decade and vary in form and structure. Most programs are designed to support lawyers in developing professional and business skills while serving the need for access to justice. This panel will share best practices for starting an incubator program and lessons learned during the process. In addition, they will discuss how these programs are benefitting new lawyers, experienced practitioners, and the communities we all serve.
  • A2. Is the Substantive Law Focus of CLE All Wrong?
    Dan Pinnington, LawPRO
    Legal knowledge is important, however, only one in ten malpractice claims involve a substantive law error. The majority of malpractice claims involve other types of errors. One third involve lawyer/client communication errors. One in six involve deadline or procrastination issues. One in eight claims happen because the lawyer didn’t give advice tailored to the client’s circumstances. These errors occur in the same proportions at law firms of all sizes and for most areas of law. Come to this session to better understand how CLE focused on client service and practice management would result in happier clients and fewer malpractice claims.
  • A3. Collaboration vs. Competition: Partnering With Other CLE Professionals for a Win-Win Solution!
    Stephanie Ball, Complied Legal Ed LLC
    Peggy Lukken, M.Ed., M.Sc., University of Missouri-Kansas City, School of Law

    2017 looks very similar to 2016, 2015 and probably 2014 — in that organizations are challenging us to do more with less. To meet such a challenge join CLE experts as they share collaboration secrets on how to create programs, boost attendance and share costs. This conversation will include rich ideas and beneficial for all CLE organizations. Bring your challenges, ideas and solutions!
  • A4. Maximize Your Data Strategy: How to Discover Super Members in Your Database
    Jessica Lane, Abila
    The evolution of technology, coupled with the massive amounts of data which organizations can access, is enough to make anyone's head spin. Members expect more from organizations in terms of personalized experiences and engagement. Learn practical advice and guidance to leverage data to help you better understand all of your members and ultimately discover your Super Members. In this session we’ll dive into how to effectively use metrics to create targeted and segmented content, nurturing and engagement tactics for all member profiles, and integration strategies that produce a high return on investment and maintain data.

12:30 – 1:45 p.m.

Functional SIG Lunches (ticketed — attendance open to all functional SIG members)
  • Executive Leadership
  • Marketing
  • Programming
  • Publications
  • Technology

2:00 – 3:00 p.m.

Plenary: Cultural Competency - What’s the Point?
Moderator: Alexandra Wong, The Law Society of Upper Canada 

Jeffery Hewitt, General Counsel, Rama First Nation and Professor, Faculty of Law, University of Windsor
Sandra Yamate, Chief Executive Officer, The Institute for Inclusion in the Legal Profession

What comes to mind when you hear the words "cultural competency"? How do you define it?  The definition varies depending on where you are and what you do. In light of recent developments around the world, as educators, we need to consider how and why lawyers need to be culturally competent. In this day in age, we need to train our lawyers to be interculturally competent in order to meet and serve the needs of their clients in a respectful manner. We need to show lawyers that there is more than one way to get good results for your client and that they may be missing opportunities by not being culturally competent. This session will examine the issues based on experiences in Canada, the United States and in the United Kingdom and help you plan programs to meet this significant issue.

3:00 – 3:15 p.m.

Networking Break in the Exhibit Marketplace

3:15 – 4:15 p.m.

Workshops B

  • B1. Leading and Managing Professionals in Times of Change
    Jeanne Heaton, Illinois State Bar Association
    Raymond Lee, Continuing Legal Education Society of B.C.

    Technology and economic forces continue to exert a powerful effect on the business of CLE. A modern CLE organization must be able to effectively adapt and manage change within its professional teams. This session will examine 2 classics on business leadership: Jeanne B. Heaton will review Leading Change (2012) by John P. Kotter. This visionary work sets out a comprehensive 8 step process for bringing transformational change to an organization – with specific lessons from over-managed and under-led cultures. Raymond Lee will look at First Among Equals: How to Manage a Group of Professionals (2005). This practical handbook sets out a specific framework for leading a talented team of professionals who are resistant to being managed, individually and collectively.
  • B2. Responsive E-Learning
    Tanveer Makhani, Kineo
    We live in a multi-device world. We start something on our desktop and finish it on our phone. Easy transition from one device to another is the new status quo. This means you no longer have the luxury of designing content for only one device. You need to build and design content that will work everywhere, all the time. This is where "responsive design" comes in. Bring your smartphone or tablet to this session and learn about what responsive design is; how to integrate responsive design into your learning portal; and tools you can use to create responsive e-learning.
  • B3. Teaching Transactional Skills: What, How, and How Much?
    Virginia Izaguirre, State Bar of Texas
    Genevieve Chang, Continuing Legal Education Society of B.C.
    Hedy Bower, Texas Bar

    Is your organization doing enough to meet the educational needs of transactional lawyers? Even today, the vast majority of CLE programming content is geared toward lawyers in litigation practice; the needs of "deal" lawyers — those who practice in corporate law, mergers and acquisitions, commercial real estate, intellectual property, estate and succession planning, and business transactions — are overlooked, often because we don't know how to create quality programming to develop, improve, and augment the core skills and competencies relied upon by this segment of the Bar. Are you missing marketing opportunities, and driving your constituents to other sources for CLE that's relevant to their transactional practices? Learn practical programming ideas from this fresh panel about what other institutes are doing, what works, what doesn't, and what challenges arise in the quest to address the specific and distinct needs of transactional lawyers.
  • B4. The Power of Online Collaboration Tools
    Scott Weisman, LaunchPad Lab
    Does your organization have subscriptions to online collaboration tools (e.g., Basecamp, Slack, etc.)? Does your team actually use them? Come to this session and let a power user of online collaboration tools teach you what they are and how they can make your organization work more effectively.

4:30 – 6:30 p.m.

Reception Sponsored by the Practising Law Institute

7:00 p.m.

Optional Dine-Arounds (meal at individual's expense)

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Monday, July 31, 2017

7:00 a.m. – 5:00 p.m.

Member Services/Registration Desk Open

7:00 – 8:00 a.m.

Healthy Fitness Options

Join your ACLEA friends for some exercise, fun, and networking with one of three fitness options:

  • Running
  • Walking
  • Yoga

7:45 – 9:00 a.m.

Networking Breakfast in the Exhibit Marketplace

8:00 – 9:00 a.m.

Committee Meetings (open to registered attendees)

  • Exhibits and Sponsors
  • MCLE
  • Membership

9:00 – 10:00 a.m.

Plenary: Is Learning Different for Lawyers?
Natalie Wieland, CPD Interactive

Natalie Wieland has been educating lawyers and judges in Australia and around the world for over 20 years. In this session, she will use her extensive experience and knowledge on how lawyers like to learn to explore:

  • Adult learning styles and how lawyers differ (or think they differ);
  • Using insights and examples, demonstrate how to teach when your audience is made up of lawyers of varying knowledge and experience;
  • Practical strategies to take back to your office


10:00 – 10:30 a.m.

Networking Break in the Exhibit Marketplace

10:30 – 11:30 a.m.

Workshops C

  • C1. Beyond the Booth: Improving the Sponsor Experience
    Stuart Teicher, Teicher Professional Growth, LLC
    Vince O’Brien, Colorado Bar Association CLE
    This session will explore innovative ways to engage your sponsors so that they get the most out their time at your event.
  • C2. Repurpose Your Content
    Tom Wubker, State Bar of Texas
    Amy McFadden, Illinois Institute for Continuing Legal Education

    Hear from a panel with experience segmenting and combining their content to create different and valuable resources for customers. They will provide you will concrete ideas for making the most of what you already have.
  • C3. Succession Planning — Avoid the "oops" Moments
    Cynthia Mills, The Leaders Haven
    Fraught with opportunities for multiple "Oops moments," smooth successions require plans for how to leave well, manage the interim transition, and arrive well. We’ll connect the dots and invite participants (if they wish to) to share some "wish we had/hadn't moments" and canvass what organizations go through, what individuals go through, and what is often neglected that has deep consequences.
  • C4. Automate! From Automating Documents & Forms to Reducing Paper
    Barron Henley, Affinity Consulting Group LLC
    Paul Unger, Affinity Consulting Group LLC

    We all train attorneys to use technology to practice more efficiently, but do we practice what we preach? Come let tech experts Barron Henley and Paul Unger teach you how to save time and money by creating and managing your documents more efficiently.

11:30 – 11:45 a.m.

Networking Break in the Exhibit Marketplace

11:45 a.m. – 1:00 p.m.

Organizational SIG Lunches (ticketed — attendance for respective organizational SIG members only)

  • Entrepreneurs
  • In-House/Professional Development
  • Law Schools
  • Local and Specialty Bars
  • Nationals
  • State and Provincial Bars

1:15 – 2:15 p.m.

Plenary: Influence: The Art & Science of Changing Minds
Steve Hughes, Hit Your Stride

How would you like to snap your fingers and your members and colleagues would instantly agree with your position? It may not be that easy, however you can dramatically improve your chances for success if you understand how people make decisions and what causes them to act. This interactive program draws on the latest scientific research to illustrate how you can influence members, vendors, and others to see things your way without resorting to manipulation. And, you'll leave with practical ideas you can apply right away.

Specifically, you will be able to:

  • Discover the elements you must have to win over a skeptical mind.
  • Utilize the key drivers of persuasion to gain buy-in and acceptance of your ideas. Leave much of the conventional wisdom about changing minds behind (most of it doesn't work anyway).

2:15 – 2:45 p.m.

Networking Break in the Exhibit Marketplace

2:45 – 3:45 p.m.

Workshops D

  • D1. Building Your Personal Brand
    Jen Dalton, Brand Mirror and Author of The Intentional Entrepreneur
    Your personal brand is how the world sees you, your skill set, and your value as a CLE professional. Developing your brand is an essential part of career development. Learn how to create and maintain a professional online profile that stands out. In this interactive session, Ms. Dalton will highlight:
    • How to identify what makes you stand out
    • Ways to build a personal brand online while supporting the firm’s brand
    • Collaborate with attendees to identify specific actions to get started confidently
  • D2. The Psychology Behind Discounting
    Andrea Baxter, Bratface Marketing
    The importance for companies to understand the value of their brand is critical. In the world of heavy discounting and nonstop sales, how does a brand maintain their value in the eyes of the consumer? In this session, we will explore the importance of branding and the psychology behind discounting. Does expensive always mean better quality? How discounting can diminish the perception of a brand’s product or service offering? How do brands determine their value and worth without resorting to discounting? We will compare high end vs. low end (generic) brands and why discounting doesn’t always work for everyone. Finally, we will consider price, product and placement.
  • D3. Tell Me More: How to Tell Your Story of Your Organization and Offerings
    Steve Hughes, Hit Your Stride
    One of the many challenges CLE providers face today is communicating their unique offerings, culture, and other intangibles to a variety of audiences. Stories are an excellent (and often overlooked) way to humanize facts and invite people to experience what makes you different. A good story cuts through the noise and increases the “re-tell” value of your message.
    In this session, you will discover how to:
    • Transform boring material into interesting stories.
    • Communicate your ideas in a more compelling way.
    • Make complex information more accessible.
    • Use stories to make your offerings more memorable.
  • D4. In-House Best Practices: I Will Survive (and Thrive)!
    Whitney Brandt, Pillsbury Winthrop Shaw Pittman LLP
    Betsy Hults, Jones Day
    Erica Larios, Wilson Sonsini Goodrich & Rosati
    Donna Kramer, Sullivan & Cromwell LLP

    If you "live" in the in-house CLE world, you might often ask yourself, "What am I doing here and why?" You're not alone! Hear from seasoned in-house CLE professionals who bring years of experience and will address the main challenges unique to in-house CLE. This panel will share how they have not only survived but thrived in this industry!

3:45 – 4:00 p.m.

Networking Break in the Exhibit Marketplace

4:00 – 5:00 p.m.

Workshops E

  • E1. How to Present Boring Things
    Sigalle Barness, Lawline
    Leslie McEvoy, Minnesota CLE

    Let's face it: some legal topics are more glamorous than others! Topics like "how to catch a liar" are inherently more exciting than "how to comply with normalization provisions of the federal income tax laws," but both topics have merit with their respective audiences. Glamorous topics are easy to present because the audience is predisposed to their appeal; however, it takes a deft touch to cultivate audience fascination for less glamorous topics. Our panelists work with hundreds of speakers; they've seen what works and what doesn't to transform even the most mundane topics to a stimulating and interesting presentation. Join us in this fun and engaging presentation to draw from their insights!
  • E2. Why Understanding Your Organization's Culture Is Important to Achieving Organization's Goals
    Susan Munro, CLEBC
    Linda Russell, CLEBC

    Do you need to change the culture? What is the process? What do employees think the culture is, how do they want to change it, how to educate/engage employees in the change? Hear about the experience of others in working on organizational culture.
  • E3. I Don't Get Paid Enough for This! Dealing with Difficult People and Toxic Behavior in the Workplace
    Michael Kahn, ReelTime CLE
    Chris Osborne, ReelTime CLE

    You know who they are… and what they do… Toxic personalities in the workplace can bring down the entire office — and often bring out the worst in any of us. Whether it's a micromanaging supervisor, a drama-causing staffer, an overbearing volunteer lawyer, or a presumptuous preferred vendor, these relationships can have even the most even-keeled of us pulling out our own hair. This session will help us (1) identify the hallmarks of these particularly challenging relationships, (2) understand better the dynamics that fuel them, and (3) implement practical strategies designed to address them and keep us from getting pulled down into the same vicious cycles again and again.

5:00 – 6:00 p.m.

International SIG Meeting (open to attendees)

7:00 – 10:00 p.m.

Offsite Networking Event — Célébrons!

ACLEA's 53rd Annual Meeting will take place in the heart of Montréal during the city's 375th Anniversary. Attendees will be able to experience firsthand the celebrations of the city's rich history in arts and gastronomy throughout the conference. The Montréal Museum of Contemporary Arts/Musée d'art contemporain de Montréal will play host to ACLEA’s offsite evening event on Monday, July 31. Tickets to this event are included in your registration fee, but we ask that you RSVP. Guest tickets are available for $75.

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Tuesday, August 1, 2017

8:30 a.m. – 4:00 p.m.

Member Services/Registration Desk Open

9:30 – 10:30 a.m.

Plenary: Team Millennial — A New Legal Services Paradigm
Mitch Kowalski, Author, AVOIDING EXTINCTION: Reimagining Legal Services for the 21st Century

The inconvenient truth of the current law firm model is that Millennials are less interested in it than previous generations. So while law firms fall over themselves in a rush to be seen as the most "innovative" by sporadic use of new technology and new processes, the traditional law firm career path remains unchanged. This is a mistake. Mitch Kowalski will discuss what Millennials want in their law firm career and suggest a provocative new law firm model to attract and retain Millennial talent.

10:30 a.m. – 12:00 p.m.

ACLEA Business Meeting & Awards Brunch (open to all ACLEA members)

12:00 – 12:30 p.m.

Networking Break in the Exhibit Marketplace

12:30 – 1:30 p.m.

Workshops F

  • F1. Trends and Tech Tools in Higher Education
    Mindy Thomas Fulks, Tennessee Bar Association
    Learn about the tech tools and programs being used in higher education. We will look at applications that address mentoring, online learning and digital support. This session will help us identify the trends in technology that are being used by large and small corporations and higher education institutes.
  • F2. A New Direction in MCLE and CPD: The ABA Model MCLE Rule and Beyond**
    Gina Roers Liemandt, American Bar Association
    Alan Treleaven, Law Society of British Columbia
    Yanneck Ostaficzuk, Barreau du Quebec.

    After more than two years of work with a volunteer committee of more than 70 CLE providers and regulators (including many ACLEA and CLEReg members), judges, practicing attorneys, academics, law firm professional development coordinators, and state/local/specialty bar association leaders, the ABA House of Delegates adopted a revised ABA Model MCLE Rule. How will this affect the MCLE rules in the jurisdictions with whom you work? What other new initiatives are changing the way we educate lawyers? Join Yanneck Ostaficzuk, Gina Roers-Liemandt, and Alan Treleaven as they discuss:
    • ABA Model MCLE Rule Overview and Update
    • Implementation and Regulator Response to the Model Rule
    • New Initiatives to Meet Educational Needs of Lawyers
    • Canadian Cultural Competency Training Initiative
    • Audience Q&A - Best Practices Related to New Provisions of the Model Rule
    **CLEReg Conference attendees have been invited to join us at this session.
  • F3. Solving the Subscription Conundrum
    Barron Henley, Affinity Consulting Group LLC
    Learn the best ways to model your subscription products, as Barron takes you on a journey through the CLE world. Includes highlights from The Automatic Customer: Creating a Subscription Business in Any Industry.
  • F4. Agenda-Palooza
    Jeff Kirkey, Institute of Continuing Legal Education
    Earl Dumitru, Association of Law Officers of the Crown

    Be an artist or be a fan at this year's Agenda-Palooza. There is no need to re-invent the wheel when there is so much rolling around in all our shops. This session will encourage us to share ideas on successful programs. Participants will contribute by bringing agendas from their favorite programs and collect favorites from other participants.
    How it works: To maximize your experience, please bring 50 copies of your best program agenda/brochure. We will pass the mic and let you introduce your program (1 minute or less) and collect from others as we go around the room. If you would like to have your contribution distributed digitally, please submit to Jeff Kirkey at for digital-upload.

1:30 – 1:45 p.m.

Networking Break in the Exhibit Marketplace

1:45 – 2:30 p.m.

Plenary: The Case for Competence-Based CLE
Casey Flaherty, Procertas

Time is a poor proxy for learning. We should measure learning directly. While the lecture format can be great for conveying certain types of information, it tends to be suboptimal when the purpose is to impart skills. Casey Flaherty will talk about ways to provide your members with the option of competence-based learning in areas where it leads to better outcomes.

2:30 – 2:45 p.m.

Networking Break in the Exhibit Marketplace

2:45 – 3:45 p.m.

Workshops G

  • G1. CLE and Event Planning — Did I Sign Up for This?
    Lucas Boling, The Missouri Bar
    Adrienne Reiff, Jackson Lewis P.C.
    Jeff Kirkey, Institute of Continuing Legal Education

    It's true, with CLE comes events and unfortunately not every organization has its own event planner to handle the nuances of organizing a large conference. If you are interested in enhancing your skillset or in becoming savvy and better equipped to plan your next event, don't miss this panel as they address common issues, managing contracts, and the latest trends in the industry.
  • G2. The International Spot: Cultural Competency Training in Action - The ICCLAP Experience 
    Marcelle Burns, University of New England, New South Wales, Australia
    Meet ACLEA colleagues from beyond our American and Canadian borders, and learn about cutting CLE developments in their jurisdictions.
  • G3. Beyond Brochures: How to Inject Your Marketing with Energy Using Free and Low Cost Resources
    Amy McFadden, Institute of Continuing Legal Education
    This DIY workshop will show you how to invigorate your marketing efforts by developing unique and engaging promotional materials that creatively interpret your "story" using free or inexpensive online tools.
  • G4. Executive Presence for Aspiring Leaders
    Cynthia Mills, The Leaders Haven
    Designed to raise awareness of the skill sets required for aspiring leaders, this session is packed with storytelling, videos, experiences, and cautions that provide real-life understanding of what it means to have executive presence in the many situations in which leaders find themselves. Participants will identify gaps in their expectations and dialogue around what it means to be the leader of an organization.

3:45 p.m.


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